See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,757 | $177,572-93.9% | $154,803-93.1% | $142,382-92.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 9.68% | 65.07%-55.4pp | 58.88%-49.2pp | 217.08%-207.4pp |
| Employer contribution / active EE | $1,921 | $4,810-60.1% | $4,305-55.4% | $4,299-55.3% |
| Participant deferral / active EE | $4,576 | $6,272-27.0% | $5,540-17.4% | $6,507-29.7% |
| Admin fee / account holder | $24 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |